As TSMC prepares for 2nm mass production in 2H25, wafer prices have reportedly hit $30,000 per unit for 2nm and could soar to $45,000 at future nodes, according to Commercial Times. Despite the steep cost, major CSPs are set to follow AMD, NVIDIA, and Broadcom in adopting the node in the next 2 year...

Rumors swirled last week that the U.S. is tightening controls on China’s chip ambitions. According to IC Smart and Reuters, the top three EDA giants—Synopsys, Cadence, and Siemens—were told to halt software sales to China without a license. Though initially silent, all three have now confirmed...

To curb China’s chip ambitions, the U.S. may be turning up the heat again. On May 28, Chinese outlets IC Smart and MyDrivers reported that Siemens —one of the top three global EDA players —was told to halt all EDA support in mainland China. Reuters and the Financial Times later added that Cade...

Apple introduced its first in-house 5G modem, the C1, earlier this year with the launch of the iPhone 16e, drawing attention to how it compares with Qualcomm’s offerings. According to a report from Seeking Alpha, a Qualcomm-commissioned study comparing 5G performance between Android smartphones an...

With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...